See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SOBEL AND CO LLC CPA1 year Filed as: SOBEL AND CO. LLC CPA Service code 99 293 EISENHOWER PKWY, STE 290 · LIVINGSTON, NJ 07029 | Other Fees | $8,381 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 · EIN 95-6817943 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,388 |
UNITED BENEFIT PENSIONS INC.3+ years Service code 13 · EIN 36-4517541 35 PINELAWN ROAD, SUITE 103E · MELVILLE, NY 11747 | Contract Administrator | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,553 | $80,753-60.9% | $136,294-76.8% | $62,292-49.3% |
| Participation rate | 64.7% | 73.5%-8.8pp | 81.9%-17.2pp | 69.5%-4.8pp |
| Annual return | 20.53% | 35.83%-15.3pp | 5155.94%-5135.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $313 | $2,884-89.1% | $4,695-93.3% | $2,042-84.7% |
| Participant deferral / active EE | $2,628 | $5,164-49.1% | $6,247-57.9% | $3,169-17.1% |
| Admin fee / account holder | $73 | $525-86.0% | $9,243-99.2% | $479-84.7% |